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Rezny Wealth Management, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rezny Wealth Management, Inc. on JPM, newest first. How the timeline and the estimate are built.

Rezny Wealth Management, Inc. held 10,895 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,895 shares
    Change vs previous 13F +973 shares

    0.62% of the 13F portfolio, value $3,566,260.

    13F-HR 0001172661-26-002660 filed by Rezny Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,922 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $2,918,656.

    13F-HR 0001172661-26-001756 filed by Rezny Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,922 shares
    Change vs previous 13F +9,922 shares

    0.64% of the 13F portfolio, value $3,197,067.

    13F-HR 0001172661-26-000451 filed by Rezny Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -8,833 shares

    13F-HR 0001172661-25-001643 filed by Rezny Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 8,833 shares
    Change vs previous 13F +303 shares

    0.52% of the 13F portfolio, value $2,117,358.

    13F-HR 0001172661-25-000239 filed by Rezny Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 8,530 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,798,708.

    13F-HR 0001172661-24-004880 filed by Rezny Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).